J.P. Morgan Wealth Management – Private Client Advisor - Phoenix, AZ (Biltmore)
On-site · Phoenix, Arizona, United States
Job Summary
Private Client Advisor in Chase Wealth Management in Phoenix, AZ builds a book of business and delivers personalized investment solutions with a focus on relationship management and leveraging leadership to support client outcomes. The role requires advancing clients’ financial planning needs, staying informed on financial markets, and guiding clients to digital tools for monitoring investments; requires Series 7 and Series 66 licenses (or to obtain within 60 days) and Life/Health/LTC licenses (or to obtain within 60 days). Preferred CFP certification and Bachelor's degree.
Required Qualifications
- At least 2 years in a Financial Advisor role or equivalent financial services experience
- Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
- Demonstrated ability and commitment to goals-based planning and advice
- A valid and active Series 7
- A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
- A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
- Preferred: Certified Financial Planning (CFP) certification
- Preferred: Bachelor’s degree
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